SugarCRM to Solve360: Smash Your Migration Forward [Video]
Businesses always search for better solutions and keep the pulse of the recent innovations in the CRM system offers. Despite the effectiveness of the high-end technology, many vendors grasped the fact that CRM should comply with the business objectives. There are lots of solutions with untold options, SugarCRM is one of the full-featured platforms. Thus, Solve360 is a cloud CRM that has already earned a large user audience. Besides, the growing number of businesses find it more suitable for their goals and milestones.
SugarCRM vs Solve360: Features Provided for Success
CRM systems share some features and offer different options for improving the key processes. So, the next list describes why business owners move from SugarCRM to Solve360.
- Solve360 requires no tight contracts and costs $25 user/month
- it enables the major modules for data management (contacts, companies and projects)
- the solution provides records sharing and multiple user options
- Solve360 has a scope for customization and integration
- the system deals with the workload and offers a workflow builder tool
- there is a set of standard reports for measuring the processes and employee effectiveness, as well as the ability to create specific analytics templates
Significance of CRM Transfer Mode
The way you are going to switch your records to the desired CRM is critical for the overall CRM initiative project. File importing is affordable, but heavy manual and requires data mapping knowledge. The services of web developer are quite expensive, and it takes a lot of time to write a coding script for SugarCRM to Solve360 transfer. So, you may save your time and expenses with the automated service Trujay. The solution works online, migrates records in a couple of hours and excludes any interference. Moreover, it guarantees the uptime of the current system.
Explore the Easy-to-Follow Manuals for SugarCRM to Solve360 Migration
SugarCRM to Solve360: Migration in 6 Straightforward Steps
Step 1. Register Your Account
Visit app.trujay.com and create your account. Provide your name, email, a phone number and choose a login and a password.
Step 2. Define Your Source CRM
Provide your SugarCRM URL, login, and a password.
Step 3. Specify Your Targeted CRM
Define your Solve360 URL, email, and API token.
Step 4. Select CRM Modules
Specify what entities you want to switch to Solve360 (accounts, contacts, tasks and opportunities). Set up a free data transfer. During this process, the service will switch a limited amount of records from each specified entity.
Step 6. Start Your Full Migration
If you are content with the demo results, you may launch your full SugarCRM to Solve360 data switch.
We should come grips to the fact that CRM transfer is a cumbersome and lasting process. But with the automated service, you may accomplish it successfully in a couple of hours. So, don’t wait up and request a free Demo Migration right now!